Shepherds Friendly Bewertungen 939

TrustScore 4 von 5

4,1

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

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Das sagen Bewerter

Bewertet mit 1 von 5 Sternen

Opened ISA with SF in may 2025 via quidco cashback. it says cashback claim can take up to 6months, but its been almost a year with no response. when contacting quidco they say retailer hasnt respond... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

Very clear information about the products on offer and extremely easy to open a plan. Regular updates on how the plan is performing. Great service

Bewertet mit 5 von 5 Sternen

Really simple setup, all done electronically and everything seems really clear. Great initial offer to start with and hoping to get some great returns from my investments. I like the app and how clear... Mehr ansehen

Bewertet mit 5 von 5 Sternen

We Set up a trust fund for our son in a matter of minutes with a bank transfer each month to go into his funds. My daughter who has recently turned 18 last year had her trust fund in shepherds friend... Mehr ansehen

Unternehmensdetails

  1. Geld & Versicherung

Vom Unternehmen geschrieben

It is an incorporated society in the United Kingdom within the meaning of the Friendly Societies Act 1992.


Kontaktinformationen

4,1

Gut

TrustScore 4 von 5

939 Bewertungen

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Bewertet mit 1 von 5 Sternen

Antiquated and slow processes for…

Antiquated and slow processes for withdrawing money. I took out a VERY small S& Sh ISA last year with a joining bonus, which was the only reason for taking it out, and now the year is up I wish to withdraw and close account. First they made attempts to phone me which luckily i didn't answer, to discuss options, then an email telling me all about ISAs and options. I know all this and the only option i want is my money back, not to waste time talking to people on the phone. So then they want copies of my bank statement, since they obviousy did not get Nominated Bank Account details last year, which other financial instutions do, then when I sent it they wanted the top copy with my address on it. I always shred top copies to save storing loads of paper.....
So I sent the top page of another account I have so we'll see if that is good enough, If it is, it could be up to 10 days before I see my money. Unbelievable in these days of online banking and instant transfers. Thank goodness there is only a tiny amount invested and I do not need it in a hurry. No wonder peope are averse to investing and prefer to save in cash ISAs.
UPDATE: Have had to provide more info to Trustpilot to prove I am genuine! Have now anyway had confirmation that my money will be paid in 3-5 days. My dissatisfaction was purely to do with Systems; SF should have taken my bank details at the outset and then initiated the payment as soon as I requested it. I am sure they are a reputable company, but their systems are unwealdy and time-consuming for the customer.

1. Dezember 2025
Bewertung ohne vorherige Einladung
Shepherds Friendly-Logo

Antwort von Shepherds Friendly

Hello,
Thank you for your review. I'm sorry to hear your experience wasn't as you'd expected. I asked for your details through Trustpilot so that I could look into this for you.

We're committed to protecting our member's money and information, so we always make sure to confirm important details. Your withdrawal was processed within 1 day once we received your documentation confirming your bank details.

We always want to make sure our members understand the options available. So, this is why we reached out to you over the phone.

If there's anything else we can support with, or if you have any more feedback, please don't hesitate to reach out to us here: https://www.shepherdsfriendly.co.uk/help-and-support/.

Kind regards,
Elena

Bewertet mit 5 von 5 Sternen

Great Service

The information provided prior to my application was excellent and the application process itself was very quick and easy. The website and app are very user friendly.

21. November 2025
Bewertung ohne vorherige Einladung
Bewertet mit 4 von 5 Sternen

Creating the account was easyaccount easy to set up

Creating the account was easy, i spoke to 2 different staff members as I went through a cashback site and your actual website was misleading. Once id opened the account i got an email to say the welcome pack was ther but it wasn’t. Long story short the person i spoke to put the pack in the post which i have received

1. November 2025
Bewertung ohne vorherige Einladung
Shepherds Friendly-Logo

Antwort von Shepherds Friendly

Hello Jill,
Thank you for your review. As a mutual, our members are at the heart of everything we do, so we always value your feedback. I'm sorry to hear that you had difficulty with your cashback.

I'd like to look into this for you, so I've sent you an email through Trustpilot asking for some more details. Please could you reply to the email with your plan number, telephone number, postcode and full name?

Or, you can get in touch with us directly using our Help and Support form here: https://www.shepherdsfriendly.co.uk/help-and-support/.

Kind regards,
Elena

Bewertet mit 3 von 5 Sternen

Experience

It's too soon for me to provide a constructive review as I have only just opened the account. What I can say is that the process was smooth and clear.

5. November 2025
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Great experience all round!

Best ISA bonus I’ve seen for a long time and it was applied straight after I opened my account. The document that were sent were so easy to read and understand so I know I was making the right decision for me with opening the Investment ISA. Friendly team emailed me back with a quick response when I had a small query. Would recommend Shepards Friendly to friends and family!!

4. November 2025
Bewertung ohne vorherige Einladung
Bewertet mit 1 von 5 Sternen

Did not pay Topcashback payment after…

Did not pay Topcashback payment after taking out a £20k stocks and shares ISA. Although I went through the process to find out why Shepherds Friendly did not pay the Topcashbback payment, after 6 months of waiting for an answer their reply was "no commission was due on this order" Yet the reason why I invested in Shepherd Friendly was for the Topcashback payment. Be aware if this is why you are investing in the company!

3. November 2025
Bewertung ohne vorherige Einladung
Shepherds Friendly-Logo

Antwort von Shepherds Friendly

Hello,
Thank you for your review. I'm sorry to hear that you had trouble with your TopCashback. I'd like to look into this for you, so I've sent you an email through Trustpilot asking for some more details. Please could you reply to the email with your plan number, telephone number, postcode and full name?

Or you can get in touch with our friendly Member Services team using our Help and Support form: https://www.shepherdsfriendly.co.uk/help-and-support/.
Kind regards,
Elena

Bewertet mit 5 von 5 Sternen

Great incentive…

Great incentive through Emma’s Diary to set up an account for our baby, received the bonus really fast too. Thank you Shepherds Friendly!

21. Oktober 2025
Bewertung ohne vorherige Einladung
Bewertet mit 1 von 5 Sternen

Very poor junior ISA rates

Very poor junior ISA rates, 3.75% for the year. Wish I’d known this before setting them up. They made the quarterly bonus sound attractive, but in reality, just not worth it.
********
In response to your reply:
To be honest, I'm not happy with the 3.75% rate, but the past 2 quarters only hit 0.5%, which as a whole means your investment managers are doing an awful job. My personal ISA has already hit a 24% return (with a different company) over a 6 month period. I realise this is an exceptional return, but if they can hit this, and your guys cant get a decent fraction of this, then there is something clearly wrong. Kids should not be penalised simply for being kids. I will be moving these ISAs away from you in the near future.

10. Oktober 2025
Bewertung ohne vorherige Einladung
Shepherds Friendly-Logo

Antwort von Shepherds Friendly

Hello Tony,
Thank you for your review. We always value feedback from our members, and I'm sorry to hear your experience wasn't as you'd expected. We take decisions about bonus rates very seriously, and the recent reduction reflects a number of market and economic factors.

The bonus rate of an Annual Equivalent Rate (AER) of 3.75% is for the period from 1st July to 30th September 2025. Like, with any investment, returns can fluctuate, so AER shows you how much the investment could grow in one year if investment returns were to remain at the same level all year. We pay bonuses quarterly, so your next bonus rate may be different from this one.

Unlike with an index-linked fund, a with-profits fund offers a more predictable investment performance by actively ‘smoothing out’ the daily ups and downs of the market. Our fund managers use a careful and proactive investment strategy to smooth out the impact of this year's volatility on your investment. While market ups and downs have eased compared to earlier in the year, ongoing inflation, slower economic growth, and higher interest rates mean there’s still some uncertainty.

With our Junior ISA, we aim to provide your child with higher returns in the medium- to long-term, compared with what you’d get from a bank or building society account. So you should aim to invest for no fewer than five years.

In your bonus rate email, you can read our latest investment update for more information.

If you have any questions, please don't hesitate to get in touch with our Member Services team here: https://www.shepherdsfriendly.co.uk/help-and-support/.

Kind regards,
Elena

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